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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

642 hedge funds and large institutions have $8.36B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 287 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+54
Holders Change %
+9.18%
% of All Funds
9.34%
Holding in Top 10
96
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+18.52%
% of All Funds
1.4%
New
119
Increased
287
Reduced
196
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
$137M
2
PCIG
Partners Capital Investment Group
Massachusetts
$169M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$190M
4
PCM
Punch Card Management
Florida
$58.5M
5
EWA
Exencial Wealth Advisors
Oklahoma
$53.6M

Top Sellers

1
HI
Harper Investing
California
$3.66M
2
Wells Fargo
Wells Fargo
California
$27.4M
3
EPM
Elm Partners Management
Pennsylvania
$58.3M
4
Citadel Advisors
Citadel Advisors
Florida
$2.01M
5
LAS
Lloyd Advisory Services
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
501
Hanover Advisors
South Carolina
$366K -$108K -1,070 -23%
TC
502
Trust Company
Kansas
$365K +$365K +3,625 New
RIA
503
Retirement Investment Advisors
Oklahoma
$363K +$363K +3,601 New
CA
504
Claro Advisors
Massachusetts
$355K +$87.1K +865 +33%
Fisher Asset Management
505
Fisher Asset Management
Washington
$351K +$351K +3,490 New
LRWA
506
Long Run Wealth Advisors
New York
$350K +$350K +3,471 New
EAMA
507
EFG Asset Management (Americas)
Florida
$348K +$348K +3,457 New
IWM
508
IHT Wealth Management
Illinois
$348K -$687K -6,819 -66%
TW
509
Transform Wealth
Colorado
$347K +$347K +3,450 New
AA
510
Ancora Advisors
Ohio
$346K +$111K +1,105 +47%
VPP
511
Vertex Planning Partners
Illinois
$343K -$85.2K -846 -20%
WWM
512
WT Wealth Management
Arizona
$342K -$12.9K -128 -4%
Fifth Third Bancorp
513
Fifth Third Bancorp
Ohio
$342K +$342K +3,392 +42,400%
LCC
514
Lincoln Capital Corp
Rhode Island
$331K -$1.41M -13,968 -81%
UCB
515
United Community Bank
South Carolina
$324K +$40K +397 +14%
CCC
516
Cable Car Capital
California
$317K +$317K +3,143 New
CBC
517
Coombe, Bender & Co
New York
$315K +$315K +3,126 New
EMAM
518
Encompass More Asset Management
California
$315K -$366K -3,639 -54%
PIM
519
Provident Investment Management
Michigan
$314K -$45.3K -450 -13%
AFP
520
Ausdal Financial Partners
Iowa
$309K +$309K +3,068 New
SI
521
Sprott Inc
Ontario, Canada
$303K -$113K -1,121 -27%
MPM
522
Meritage Portfolio Management
Kansas
$299K -$43.5K -431 -13%
FNT
523
First National Trust
Pennsylvania
$298K +$71.3K +708 +31%
National Bank of Canada
524
National Bank of Canada
Quebec, Canada
$297K +$92.8K +926 +45%
PAA
525
Peregrine Asset Advisers
Oregon
$295K +$295K +2,928 New
19 20
21
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